Apple is expected to build its first 3 million Verizon-compatible CDMA iPhones in December 2010, contacts in the company's overseas supply chain reportedly indicated.

Analyst Jeffrey Fidacaro with Susquehanna Financial Group said in a note to investors on Wednesday that checks with overseas suppliers indicated Apple is prepared to build 3 million CDMA iPhones in December, keeping the device on track for an early 2011 launch. That would put total GSM and CDMA iPhone production for the quarter at between 21 million and 22 million.

For the current quarter, suppliers reportedly said that Apple is set to build between 18.2 million and 18.4 million GSM-only iPhones. Fidacaro noted those numbers are "well above investor expectations," because display panel constraints with LG Display have been resolved.

Fidacaro expects Apple to sell a record 11.6 million iPhones in the fourth quarter of the company's fiscal 2010. That would be a 39 percent increase from the 8.4 million handsets the company sold in the third quarter of fiscal 2010.

"We expect the September 25 launch of iPhone in China and Apple's target of making the iPhone available in 88 countries by month end to aid results in 4QFY10," he wrote. "Our checks show that Apple is still struggling with yields on the mass production of the white iPhone 4."

As for the iPad, suppliers were said to have plans to build 7 million units for the current quarter, a 56 percent increase from the previous three-month frame. Fidacaro expects Apple to ship 4.75 million units int he current quarter, which would be 45 percent growth from last quarter, to reach a total of 13.4 million units in calendar 2010.

In addition, MacBook build rates are said to be at more than 3 million for the quarter, while production forecasts for the newly refreshed iPod lineup are at 12 million. Fidacaro also expects a "modest" start for the new Apple TV, with several hundred thousand units built at launch, ramping up to about a million units in December.

"While the lower price point, Netflix integration, and better streaming (AirPlay) functionality makes the product more compelling than the original device, expectations remain low, in our view," he said.

Susquehanna Financial Group has a positive rating for AAPL stock, and has maintained its $365 price target.

Earlier this year, before the iPad was announced, Fidacaro conducted an assumed component breakdown on the then-mythical device, projecting it to include a 4200RPM spinning hard drive and an Intel Atom mobile processor.

Earlier this year, before the iPad was announced, Fidacaro conducted an assumed component breakdown on the then-mythical device, projecting it to include a 4200RPM spinning hard drive and an Intel Atom mobile processor.

Earlier this year, before the iPad was announced, Fidacaro conducted an assumed component breakdown on the then-mythical device, projecting it to include a 4200RPM spinning hard drive and an Intel Atom mobile processor.

I'm curious to know how many people have been waiting for Verizon to pick up the iPhone.

No one what-so-ever outside of the US. GSM is the world standard. Even in places that use CDMA, the iPhone tends to be available on UTMS/HSDPA (the GSM 3G standard.) Really, Apple will pick up some users in the US, but outside of the US the validity of a CDMA device is pretty shakey. We don't even *have* CDMA networks in Europe. Your CDMA phones are therefore "pretty" bricks.

I get great Verizon reception in the areas of Kansas where I live and work. My current phone is a Blackberry with my contract up December of 2011. If Verizon gets the iPhone, I'd certainly switch from the Blackberry to the iPhone.

Or, if AT&T would happen to bring wireless service to my part of the world, I would even consider switching to AT&T to get the iPhone.

I'm not sure how much of a chance either one of these scenarios will pan out - probably slim to none?

I'll gladly drop AT&T to get a Verizon iPhone, and gladly pay the $350 penalty to leave. I'm in Utah and 80% of the state's population lives along a 120 long range of vallies. You would think this would be easy to cover, wouldn't you?

I have no signal at work (I work on a military base), and poor signal at home. My internet is 3G; but the transfer rate is in the EDGE data rate range. I can go to the Salt Lake International Airport and not get internet service at all. Yeah, I'm serious. No freakin' internet coverage at a major Delta Airliens hub - at an International airport.

There is incompetence, and there is utter incompetence. AT&T is utterly incompetent. When I flew to DC last weekend, to visit family that lived out in the rural areas - my internet speeds were faster than they have ever been in Utah. It was like a totally different iPhone. The internet worked, and it worked well.

Now I'm back home, and my co-workers with Verizon not only have fantastic coverage - their internet blows AT&T away - and not by a small amount.

So, I left Verizon after 15 years because I wanted the iPhone. I've had more dropped calls in any given week with AT&T, than I had in 15 years with Verizon. Where Verizon rarely was in an area without coverage, AT&T is rarely useable.

So, I'm eagerly waiting for Verizon to pick up the AT&T; and I have my $350 that I"m more than willing to jam up AT&T's a**.

No one what-so-ever outside of the US. GSM is the world standard. Even in places that use CDMA, the iPhone tends to be available on UTMS/HSDPA (the GSM 3G standard.) Really, Apple will pick up some users in the US, but outside of the US the validity of a CDMA device is pretty shakey. We don't even *have* CDMA networks in Europe. Your CDMA phones are therefore "pretty" bricks.

When people post worldwide CDMA numbers they really should exclude networks, like South Korea, that have CDMA for 2G and UMTS for 3G. The real question is how many subscribers worldwide only have CDMA2000 for 3G.

Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"

Last I heard, you can't talk and use the web at the same time on a CDMA phone. Is this still the case? As one of those rare people who gets great coverage from AT&T where I live and work, why would I want to switch to Verizon and lose this cabability?

Some may switch, only to switch back. Obviously people who can't get good connectivity from AT&T can and should switch. It's just too bad they won't get all the features that an AT&T iPhone has.

When people post worldwide CDMA numbers they really should exclude networks, like South Korea, that have CDMA for ‘2G’ and UMTS for ’3G’. The real question is how many subscribers worldwide only have CDMA2000 for ‘3G’.

How much of the world is covered by UMTS/3G? I don't believe the percentage is high enough to expect a phone to work without a 2G option and, yes, there are millions and millions of subscribers outside the USA who are on a CDMA network.

Last I heard, you can't talk and use the web at the same time on a CDMA phone. Is this still the case? As one of those rare people who gets great coverage from AT&T where I live and work, why would I want to switch to Verizon and lose this cabability?

Some may switch, only to switch back. Obviously people who can't get good connectivity from AT&T can and should switch. It's just too bad they won't get all the features that an AT&T iPhone has.

The speculation is Verizon will upgrade their network to support simultaneous voice and data like a 3G GSM network does. The technology is there it's just that Verizon hasn't implemented it (yet). Some will say that Apple may have demanded Verizon go forward with this if they want to have the iPhone. Time will tell.

How much of the world is covered by UMTS/3G? I don't believe the percentage is high enough to expect a phone to work without a 2G option and, yes, there are millions and millions of subscribers outside the USA who are on a CDMA network.

That is the point I just addressed with my South Korea example. The iPhone will only work on their 3G network. There is no fall back to their ‘2G’ network as it’s CDMA with no GSM. But that isn’t an issue as their UMTS offers full coverage. Hence, for those making an argument that CDMA supports x-many subscribers is an erroneous metric as the ‘3G’ subscriber base is what should be measured.

Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"

Hard to say. According to the media, millions are waiting. According to the Apple Insider forum, few will switch because AT&T's service is terrific, just like the outside antenna that picks it up.

I think that we need to drop the whole "troll" moniker and assign commenters who are continuously fixated like this to a merrier role - like "court jester" - perhaps. That way they can continue to be rude and vulgar and contrary - and the rest of us can enjoy it as humorous nonsense instead a badly delivered attempt at derision. We could even have a little jester hat to flag with - instead of, or in addition to the ignore list!

That is the point I just addressed with my South Korea example. The iPhone will only work on their 3G network. There is no fall back to their ‘2G’ network as it’s CDMA with no GSM. But that isn’t an issue as their UMTS offers full coverage. Hence, for those making an argument that CDMA supports x-many subscribers is an erroneous metric as the ‘3G’ subscriber base is what should be measured.

I must not be following you. There are a multitude of areas where no 3G is available even if S. Korea is not one of them as you state (brings up another question... why does S. Korea have CDMA if they are fully covered by 3G UMTS?). I guess where I was going with this is all phones need 2G capability. Can you imagine how useless an iPhone would be in the USA if it didn't have 2G? Regardless, there are boatloads of CDMA-based phones sold outside of the USA and so that would have to suggest there's a market for a non-Verizon, non-Sprint CDMA iPhone.

I think that we need to drop the whole "troll" moniker and assign commenters who are continuously fixated like this to a merrier role - like "court jester" - perhaps. That way they can continue to be rude and vulgar and contrary - and the rest of us can enjoy it as humorous nonsense instead a badly delivered attempt at derision. We could even have a little jester hat to flag with - instead of, or in addition to the ignore list!

I'll gladly drop AT&T to get a Verizon iPhone, and gladly pay the $350 penalty to leave. I'm in Utah ...

I'm in Utah as well and have had the opposite experience. I gladly changed from Verizon to ATT when the iPhone came out. Verizon had been nothing but bad reception, bad customer service (ALWAYS charged for extra things that I didn't want - every month!) and dropped calls for the obligatory 2 years (to get a crappy free phone) I was with them. ATT has been much better for me, and I would not go back to Verizon for any reason.

I must not be following you. There are a multitude of areas where no 3G is available even if S. Korea is not one of them as you state (brings up another question... why does S. Korea have CDMA if they are fully covered by 3G UMTS?). I guess where I was going with this is all phones need 2G capability. Can you imagine how useless an iPhone would be in the USA if it didn't have 2G? Regardless, there are boatloads of CDMA-based phones sold outside of the USA and so that would have to suggest there's a market for a non-Verizon, non-Sprint CDMA iPhone.

I have no idea what point you are getting at. Its possible they have plenty of CDMA-only phones on their network or that they havent decommissioned their CDMA network yet or some other reason. Regardless, its moot to the point I made. I guess we could also ask why any network offers 2G in areas they have 3G.

Fact: The iPhone only has GSM and UMTS cellular radios.
Fact: The S. Korean iPhone does not have CDMA for 2G and UMTS for 3G.
Fact: The iPhone does not have CDMA or CDMA2000 cellular radios.
Fact: The iPhone is highly successful in S. Korea.

Based on the comments you are making it sounds like you dont think the iPhone could function or flourish there, yet it has. Hence my point that using only the CDMA subscribers as a metric for determining the value of a CDMA-based iPhone is erroneous when there are plenty of networks that ONLY use CDMA for 2G and UMTS for 3G.

PS: Are you expecting a CDMA/UMTS iPhone to arrive alongside a CDMA/CDM2000? I dont see that as needed and wouldnt bet on that happening when a GSM/UMTS iPhone has proven to more than sufficient on networks with CDMA/UMTS.

Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"

No one what-so-ever outside of the US. GSM is the world standard. Even in places that use CDMA, the iPhone tends to be available on UTMS/HSDPA (the GSM 3G standard.) Really, Apple will pick up some users in the US, but outside of the US the validity of a CDMA device is pretty shakey. We don't even *have* CDMA networks in Europe. Your CDMA phones are therefore "pretty" bricks.

True, but already today roughly 2/3 of Americans have CDMA phones which are also "pretty bricks" when they travel overseas. So if it doesn't matter to them now, why would it matter to them with an iPhone. (And in fact, an iPhone would be more than just a brick because you still have wi-fi they can use in all of your internet cafes you have everywhere! )

Apple is risking iPhone sales here in the U.S. to either plateau or drop some next year. With ATT not only offering early upgrades but also introducing tiered data plans will have potential new customers considering other options when before it was a no brainer. How many people will spend the extra money for an early upgrade next year. I'd love an iPhone on VZW but I think the obvious choice would be T-Mobile.

"Few things are harder to put up with than the annoyance of a good example" Mark Twain"Just because something is deemed the law doesn't make it just" - SolipsismX

No one what-so-ever outside of the US. GSM is the world standard. Even in places that use CDMA, the iPhone tends to be available on UTMS/HSDPA (the GSM 3G standard.) Really, Apple will pick up some users in the US, but outside of the US the validity of a CDMA device is pretty shakey. We don't even *have* CDMA networks in Europe. Your CDMA phones are therefore "pretty" bricks.

You mention the fact that you can't use your CDMA phone in Europe, and that's true. But unless you want to pay massive roaming charges to AT&T or jailbreak your iPhone, you might as well have a CDMA iPhone right now, because the solution is the same: get a disposable prepaid phone in Europe once you get there.

Here's the situation in the US with the iPhone. Android is doing very well and Apple needs to counter that. Verizon and Sprint together are around 130 million people or so. There are also other markets around the world that Apple could tap with a CDMA iPhone. If we had a decent GSM network in the US, then maybe Apple could get away with just AT&T. But we don't. I can personally tell you that it is maddening to try to use your "smart" phone and feel like a dumb ass walking or even driving around trying to get a signal.

Apple is risking iPhone sales here in the U.S. to either plateau or drop some next year. With ATT not only offering early upgrades but also introducing tiered data plans will have potential new customers considering other options when before it was a no brainer. How many people will spend the extra money for an early upgrade next year. I'd love an iPhone on VZW but I think the obvious choice would be T-Mobile.

What part of "exclusivity agreement" don't you and the other clueless blatherer's understand anyway? I'd really like to know what goes on in your mind. Nobody knows for sure how long the original agreement with at&t was nor when it will expire. So pontificating about what U.S. carriers Apple should add and when seems idiotic at best.

Apples inability to get the white iPhone 4 out is a bad joke. Don't announce something that you can't ship!

Why not? At least they are trying to produce them. Most tech companies announce their competition to the iPhone when they haven't even gotten their products out of the research phase, which they then never really get finished with anyway. At least Apple really is in production with them.

What part of "exclusivity agreement" don't you and the other clueless blatherer's understand anyway? I'd really like to know what goes on in your mind. Nobody knows for sure how long the original agreement with at&t was nor when it will expire. So pontificating about what U.S. carriers Apple should add and when seems idiotic at best.

Is pontificating that Apple can't get out of the contract any less idiotic?

Agreed, but I think Verizon has learned its lesson in the last 3-4 years....Verizon is another example of short-sighted CEO missing the boat!

And what lesson is that? They're still the #1 carrier although not by much and doing quite well selling the line of Droid phones. And for the record VZW did not turn down the iPhone, the two sides just didn't give into the other's demands. Apple and VZW turned each other down.

"Few things are harder to put up with than the annoyance of a good example" Mark Twain"Just because something is deemed the law doesn't make it just" - SolipsismX

Mr. Russgriz, if you want to take a dig at me go ahead. Just make it your own dig, don't take a free ride on Blackmore.

You are the worst kind of poster here. You sit back and wait until someone takes a back handed slap at someone and then cheers from the sideline like you're one of the gang.

This is supposed to be a forum for meaningful discussion. I find nothing of value in either your post or that of Blackless. Unless you meant to say it would be "brilliant" of Apple to build a CDMA phone. Is that what you meant sir?

You know nothing about me yet you make an awful lot of assumptions. I find humor in Blackmore's idea of a sort of "tiered rating sytem" for posters. I said nothing about you, yet you said a mouthfull about me. Perhaps you could join the fun and make up a moniker for me? Go ahead, I can take it.

Did AAPL ever settle with VZN the argument over AAPL's not allowing a VZN logo on an iPhone?

Or controlling the repairs and call center for the device. I'm sure there are other issues, like Verizon apps as native and non-removable, and getting a kickback from all iTunes Store and App Store purchases made over their network.

Quote:

Originally Posted by shadash

Is pontificating that Apple can't get out of the contract any less idiotic?

Anyone can get out of a contract, the point of it is to make it more viable to remain in it. If Apple is still selling all the iPhones it can make then what is the point of breaking the contract with AT&T early to add another US carrier? That would likely be a financially stupid move. I trust both Apple and AT&T to work in ways to benefit their bottom line, not reduce it.

Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"

What part of "exclusivity agreement" don't you and the other clueless blatherer's understand anyway? I'd really like to know what goes on in your mind. Nobody knows for sure how long the original agreement with at&t was nor when it will expire. So pontificating about what U.S. carriers Apple should add and when seems idiotic at best.

I'm just commenting on the topic and offering my opinion which I do have the right to do. I'm speculating just like everyone else. Yes I understand there's an "exclusivity agreement" and no we don't know when it's going to expire or even what's going to happen when it does. Apple is in no way shape or form obligated to go to another carrier but eventually when everyone that's going to get an iPhone has one Apple will have to go multi carrier to increase sales. How's that for idiotic?

"Few things are harder to put up with than the annoyance of a good example" Mark Twain"Just because something is deemed the law doesn't make it just" - SolipsismX

Or controlling the repairs and call center for the device. I'm sure there are other issues, like Verizon apps as native and non-removable, and getting a kickback from all iTunes Store and App Store purchases made over their network.

Now that you mention it, it is quite funny how Apple loves sticking their hands in other people's pockets(music industry, TV and now the print media) but heavens forbid anyone try to stick their hands in Apple's pocket. I'm not hating just an observation.

"Few things are harder to put up with than the annoyance of a good example" Mark Twain"Just because something is deemed the law doesn't make it just" - SolipsismX